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Disclosery

FTXN FIRST TR EXCHANGE TRADED FD

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ETF (fund)

90 managers (91 13F filers) reported a position in FTXN shares at 2025-03-31, 2,922,681 shares in all. 10 filers opened a position and 12 filers sold out during the quarter.

Managers
90
13F filers
91
New
10
Added
22
Reduced
37
Sold out
12
Shares held by filers
2,922,681

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY566,389$17.2M<0.01%-71,09213F-HRTimelineGroup
LPL Financial LLC527,343$16M0.01%+20,73513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP156,439$4.74M0.01%+28,01413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN123,946$3.75M<0.01%-61,49213F-HRTimelineGroup
Cetera Investment Advisers122,118$3.7M0.01%-11,57513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC118,731$3.6M<0.01%-8,38513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.96,127$2.91M0.01%-147,57413F-HRTimelineGroup
SFI Advisors, LLC93,556$2.83M2.09%+18,40113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC91,999$2.79M<0.01%+19,40713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC65,583$1.99M<0.01%+67913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…57,882$1.75M0.15%-16713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA51,066$1.55M<0.01%+43,36713F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…48,389$1.47M<0.01%-5,40213F-HRTimeline
CWM, LLCin group CWM, LLC45,387$1.37M0.01%+1,60413F-HRTimelineGroup
Total Clarity Wealth Management, Inc.43,120$1.24M0.4%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC40,674$1.23M0.03%-18,24113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding40,580$1.23M-4,187Timeline
Quantum Private Wealth, LLC37,990$1.15M0.44%-1,00013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,878$1.03M<0.01%+5,03713F-HRTimelineGroup
Private Advisor Group, LLC30,286$917K0.01%-18,09113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,430$891K<0.01%+5,98613F-HRTimelineGroup
DAVENPORT & Co LLC28,734$870K0.01%-5,69913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP23,800$721K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC22,367$677K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,202$672K<0.01%-3,29613F-HRTimelineGroup
Quantinno Capital Management LP19,505$591K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,437$589K0.02%+8,96113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.18,905$572K0.01%-80813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,990$545K<0.01%-5313F-HRTimelineGroup
FLOW TRADERS U.S. LLC16,538$501K0.02%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,027$485K<0.01%+3,02113F-HR/ATimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd15,500$469K0.04%013F-HRTimelineGroup
Janney Montgomery Scott LLC15,462$468K<0.01%-2,52513F-HRTimeline
MML INVESTORS SERVICES, LLC15,436$467K<0.01%+1,01213F-HRTimeline
Harvest Investment Services, LLC15,371$465K0.13%-15,78213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.14,524$440K<0.01%-48613F-HRTimeline
Cyndeo Wealth Partners, LLC12,439$377K0.02%013F-HRTimeline
Atria Wealth Solutions, Inc.12,189$369K<0.01%-11413F-HRTimeline
Mutual Advisors, LLC12,989$341K0.01%+16813F-HRTimeline
NewEdge Advisors, LLC11,228$340K<0.01%-27313F-HRTimeline
Regal Investment Advisors LLC10,150$307K0.02%013F-HRTimeline
HFG Advisors, Inc.9,735$295K0.25%013F-HRTimeline
CENTAURUS FINANCIAL, INC.9,641$292K0.02%+1,52613F-HRTimeline
L.M. KOHN & COMPANY9,563$290K0.08%-2,58513F-HRTimeline
MGO ONE SEVEN LLC9,121$276K0.01%new13F-HRTimeline
Claris Financial LLC9,426$271K0.18%013F-HRTimeline
UBS Group AGin group UBS Group AG8,650$262K<0.01%+5,97213F-HRTimelineGroup
D.A. DAVIDSON & CO.8,392$254K<0.01%-19,48213F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC8,370$253K0.08%+4813F-HRTimeline
Tudor Financial Inc.8,355$253K0.15%-7413F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,999$242K0.01%-14713F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP7,939$240K0.04%-6713F-HRTimeline
J.W. COLE ADVISORS, INC.7,604$230K0.01%+44413F-HRTimeline
MGB Wealth Management, LLC6,425$195K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,295$191K0.01%-1,42013F-HRTimeline
Steward Partners Investment Advisory, L…5,985$181K<0.01%-1,13113F-HRTimeline
Activest Wealth Management5,524$167K0.04%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC5,487$166K0.1%-30,28413F-HRTimeline
EP Wealth Advisors, LLC4,577$139K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.4,116$125K0.11%-6,29713F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,800$80.5K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.2,651$80.3K0.01%+1613F-HRTimeline
LANARK FINANCIAL, INC.1,801$54K<0.01%+1,79513F-HRTimeline
Geneos Wealth Management Inc.1,525$46.2K<0.01%-5013F-HRTimeline
HighMark Wealth Management LLC1,150$34.8K0.02%013F-HRTimeline
Anchor Investment Management, LLC1,105$33.5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,064$32.2K<0.01%-11613F-HRTimelineGroup
HHM Wealth Advisors, LLC666$20.2K<0.01%013F-HRTimeline
Westside Investment Management, Inc.549$16.6K<0.01%013F-HRTimeline
Glassman Wealth Services518$15.7K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…500$15.1K<0.01%-67113F-HRTimelineGroup
IFP Advisors, Inc487$14.7K<0.01%-5,77013F-HRTimeline
Golden State Wealth Management, LLC456$13.8K<0.01%+17613F-HR/ATimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC333$10.1K0.01%new13F-HRTimeline
Hughes Financial Services, LLC330$10K<0.01%new13F-HRTimeline
Rossby Financial, LCC325$8.54K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC214$6.47K<0.01%+113F-HRTimeline
Insight Inv LLC201$6.09K<0.01%013F-HRTimeline
AE Wealth Management LLC190$5.75K<0.01%-48413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO186$5.66K<0.01%+18613F-HRTimelineGroup
COMERICA BANK181$5.48K<0.01%013F-HRTimeline
Arax Advisory Partners170$5.15K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc111$3.35K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…71$3K<0.01%013F-HRTimelineGroup
Kiker Wealth Management, LLC71$2.15K<0.01%013F-HRTimeline
Archer Investment Corp66$2K<0.01%013F-HRTimeline
Blue Trust, Inc.48$1.45K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1$30<0.01%-1713F-HRTimelineGroup
Wagner Wealth Management, LLC1$15<0.01%-3813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.